See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,105 | $95,862-70.7% | $79,550-64.7% | $134,475-79.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -19.65% | -2.69%-17.0pp | 0.16%-19.8pp | 417.96%-437.6pp |
| Employer contribution / active EE | $3,217 | $3,128+2.8% | $2,413+33.3% | $4,740-32.1% |
| Participant deferral / active EE | $8,852 | $4,693+88.6% | $3,985+122.1% | $6,400+38.3% |
| Admin fee / account holder | $6 | $9,126-99.9% | $6,832-99.9% | $11,426-100.0% |